Make Your Next Chapter
Your Best Chapter
Retirement is more than a number. It’s about creating freedom, protecting what matters, and living life on your terms.
At Retirement Planning Studio, we simplify Medicare, taxes, investments, and retirement planning so you can move forward with clarity and confidence.
CFP Professional
Fiduciary. Trusted .Dedicated To Your Best Interests
Medicare Guidance
Clear answers. Better decisions .Avoid costly mistakes.
Tax Strategy
Smart tax planning today
for a more confident tomorrow.
Investment Monitoring
Ongoing oversight to help keep your plan on track.
SERVING RETIREES, PRE-RETIREES, AND PEOPLE NAVIGATING LIFE’S NEXT TRANSITION.
SERVICES
Guidance for every part of your retirement
Medicare Consulting
Understand your options, meet deadlines, avoid penalties, and make confident decisions about your coverage.
Tax Preparation & Strategy
Tax filing is only part of the story. We help reduce lifetime taxes and make smarter retirement income decisions.
Investment & Portfolio Monitoring
Stay aligned with your goals through ongoing reviews, risk management, and retirement income planning.
Retirement Planning
We bring together all the pieces—Social Security, investments, taxes, healthcare, and spending—into a plan built for you.
ABOUT KATE
Meet Kate Stalter, CFP
For more than two decades, Kate has helped individuals and families make sense of complex financial decisions.
Today she focuses on helping retirees and pre-retirees simplify Medicare, taxes, investments, and retirement planning so they can move forward with greater confidence.
Kate believes financial advice should be understandable, practical, and free from unnecessary jargon.
FREE GUIDE
5 Retirement decision That Can Cause you $100,00 or more
- Claiming Social Security too early
- Triggering IRMAA
- Missing Medicare deadlines
- Ignoring Roth conversion opportunities
- Taking retirement withdrawals in the wrong order
